Excel: Index match if date matches month? - excel

I have two excel sheets:
Data:
Column A Column E
01/01/2017 Supplier 1
05/01/2017 Supplier 2
05/01/2017 Supplier 1
Sheet 2:
I am trying to look up the supplier where the month of the date in column A matches the month number in cell F11.
F11 = 1
=IF(ISERROR(INDEX(Data!$A:$I,SMALL(IF(MONTH(Data!A:A)=$F$11,ROW(Data!$A:$A)),ROW(1:1)),5)),"",INDEX(Data!$A:$I,SMALL(IF(MONTH(Data!A:A)=$F$11,ROW(Data!$A:$A)),ROW(1:1)),5))
For some reason this doesn't work and i get no result.
I also need to only list each supplier name the once, unique values. But i believe my formula gives me the same result twice.
Please can someone show me where i am going wrong?

Can't you do this with a pivot table?
Just drag the date field into the columns box, then right-click, choose 'Group' and choose 'months'. Then drag the supplier field underneath it and you should get a list of all unique suppliers by month.
Edit:
Example below.

Related

Subtract and Add Inventory (SUMIF)

I have an Inventory System that will be used by Users to both check-in and check out items. The SKU of each item will be matched through the File
to either add or subtract from the Starting Quantity that is in Sheet 1.
Sheet 1 houses an SKU of each item in Inventory (column B), the Original Quantity (Column I) and Current Quantity (Column F) for each item.
Sheet 2 is the Checkout Sheet (SKU is Column C and Quantity Taken is Column F)
Sheet 3 is the Check-in Sheet (SKU is Column C and Quantity Added is Column F)
In Sheet 1, I need the Current Quantity Column to update as Items are either Checked In or Out from Sheets 2 and 3.
My formula for Sheet 1, Current Quantity Column:
=IF(B448="","",I448-SUMIF(CheckOUT!$C$2:$C$50000,B448,CheckOUT!$F$2:$F$50000)),(I448+SUMIF(CheckIN!$C$2:$C$50000,B448,CheckIN!$F$2:$F$50000))
Which receives an error of "#Value".
The beginning part of the formula,
=IF(B448="","",I448-SUMIF(AWCheckOUT!$C$2:$C$50000,B448,AWCheckOUT!$F$2:$F$50000))
successfully works by itself to deduct items as they are checked out from Sheet2.
Similarly, the ladder part of the formula,
(I448+SUMIF(CheckIN!$C$2:$C$50000,B448,CheckIN!$F$2:$F$50000))
successfully works by itself to add items as they are checked in from Sheet3.
However, when I combine the two formulas, a #Value error is returned.
I would greatly appreciate if someone could help me with this, please.
Thank you so much!

Need help referencing another excel sheet cell based on date

I am trying to build a workbook with 4 tabs for a small business.
There are 3 locations, and the first tab will be a scorecard of sorts.
So, on the first tab (named scorecard) I have something like
Date: August 30, 2017
loc sales
location 1 500
location 2 500
location 3 500
the other 3 tabs are names loc1,loc2,loc3 and each one is set up for 31 days going vertically like:
1 500
2 500
3 500
what I want is for on the scorecard sheet, to be able to select a cell on say loc1 sheet based on the date. I know how to reference other sheets, I just don't know how to reference a specific cell on the second sheet bases on the date entered in the first sheet.
So say today, August 30, it would pull =loc!1B30 for sales, =loc!C30 for customer count etc
I hope that makes sense, if not I can try and explain better
Is each cell for sales amount associated with a date? If so, you can use a "VLOOKUP" formula. Check out this page for a further explanation.
https://www.techonthenet.com/excel/formulas/vlookup.php
Using VLOOKUP, the "value" would be the cell of the date on the scorecard tab, the "table" would be the dates and sales values on the locX tab, the "index number" would be the column number in the table you select (probably 2 for you I assume if there is a date, then value), and the last portion of VLOOKUP would probably be set to false. That would be true if there were several of the same date for sales, but I doubt that from what I understand.
It would look like this:
=vlookup([date cell reference],[table to look up value in],[column number in table],false)

Excel 2010: Vlookup Name from one column & Count and return data from another column

Hoping someone can help me here. :)
I have two columns of data in Worksheet 1:
COLUMN A = NAME (EG. TOM)
COLUMN C = TYPE OF QUERY (FAX, TEL, EMAIL, MAIL)
I would like to have in Worksheet 2:
COLUMN A = NAME (EG TOM)
COLUMN B = A COUNT OF HOW MANY FAXES TOM HAS
COLUNN C = A COUNT OF HOW MANY TELEPHONES TOM HAS
COLUMN D - A COUNT OF HOW MANY EMAILS TOM HAS
COLUMN E = A COUNT OF HOW MANY MAILS TOM HAS
If anyone can help me that would be great.
Thanks guys
You can use a pivot table. In sheet 1, click into the data table, then click Insert > Pivot table.
Drag the Name field to the rows. Drag the query type field to the columns.
Drag the Namie field again, this time to the Values area, where it will turn into a count.
Now you see a count of query types for each name in a matrix.
Use countifs instead if you really want to use formula. A pivot table would be the best way to go though.
eg for column B, row 1 on sheet 2:
=COUNTIFS(Sheet1!A:A, A1, Sheet1!C:C, "FAX")

How to calculate with reference id

I have a workbook in which there is stock detail on sheet 1 and sales detail on sheet 2.
I want to auto-calculate the remaining stock. But the sales inventory is based on dates so all the different products are mixed up. Every product has a unique ID. So how I can subtract the sale product from stock based on their IDs?
An example:
The customer comes and buy 4 shirts.
I enter the product with product ID, and in the Qty column I added 4.
Now I want to minus 4 from actual stock.
How it can be done in Excel?
You need to take the sum of all sold products in sheet 2 based on condition that productID in sheet2 equals our interesting product in sheet1. Use:
=SUMIFS(B2:B100,A2:A100,productID)
where column A contains product IDs and column B contains "sold" values.
Then subtract that sum from the stock total in sheet1, e.g:
=B3-(SUMIFS(Sheet2!B1:B100;Sheet2!A1:A100;A3))
where column A contains product IDs and column B includes stock totals.
(note how "productID" from the first expression is here replaced with "A3", i.e. the value of productID column for the current row).
Copying this last formula to other product rows should automatically update the relevant values.

Excel: Match\Index specific column based on multiple criteria

I have two Tables, Table 1 Column A is a rolling date column. Table 2 consists of four columns of differing "Trigger Dates". Table 2, Column 1 contains an Annual trigger, ie occurs once a year. Table 2 Column 2 contains Bi-Annual Triggers, and occurs twice yearly. Table 2 Column 3 contains Monthly Triggers, "12 dates" and Table 2 Column 4 contains Weekly Triggers, "52 dates".
Ok, so what I'm looking for is to a formula that will return the date trigger, where Table 1 Column 1 matches a condition (Annually, Bi-Annually, Monthly, Weekly) selected in a cell "we'll say F1, outside of any ranges that may be created.
Example: If Table 1 Col 2 = "01/02/2013" and I select "Weekly" in F1, the formula will look in the weekly Column in Table 2 to determine if "01/02/2013" exists.
I've allocated a named range to each column in Table 2
I've allocated a named range to the condition in F1 which is a drop down list
Any suggestions?
You might try:
=IFERROR(VLOOKUP(B2,INDIRECT(CHAR(72+MATCH(F$1,$I$1:$L$1,0))&":"&CHAR(72+MATCH(F$1,$I$1:$L$1,0))),1,0),"")
Ok, so supposing your Range Name is in F1, your formula to find the match would look as follows:
=If(IsError(Match(LookupVal,Indirect(F1),0)),"No Match", "Match")
...Something along those lines
Hope this helps point you in the right direction.
INDIRECT and VLOOKUP will be your friends here.
I constructed Table2 just as you had described, with the Annual,Bi-annual,Monthly,Weekly labels for the columns in the table - this will avoid having to keep named ranges up to date, as it's looking directly at the table in the formula
For the function, I then used VLOOKUP to find the date, in the column referenced by F1.
Column Reference: INDIRECT("Table2["&$F$1&"]")
Find Value: VLOOKUP([#Col2],INDIRECT("Table2["&$F$1&"]"),1,FALSE) (looking at column 1 in the return values, as I don't really care what value is returned.
This will return the date if found, and an error if not. I can then wrap the result in the IF(ISERROR( so I can return Yes or No if the date is found.
This produces the entire formula of
=IF(ISERROR(VLOOKUP([#Col2],INDIRECT("Table2["&$F$1&"]"),1,FALSE)),"No","Yes")
for the next column in Table1, so that when I change the value in F1, it will look for that column name in Table2, and let me know if it is found.

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